Our Commitment

A smooth running relationship is based on a clear understanding of expectations.

What you can expect from us:

  • prompt and courteous service

  • answers to your questions with knowledgeable and informed advice

  • regular consultation and review either by telephone, e-mail or in-person

  • personalized portfolio design

  • we will call you with bad news as well as good

  • an investment plan that reflects your current cisrcumstances and future objectives


What we expect from you:

  • you will communicate and ask us if you do not understand something

  • you will reach out to Parmis, Sheraton, or Regeza for administrative questions; Richard, Clara or James for investment and portfolio advice

  • you will let us know of changes to your needs, objectives or financial position

  • prompt and complete return of documentation required to maintain and manage your accounts